Nice code but why would you want to bet on the future success of these companies? Isn't it said that the minimum number of companies you need in a portfolio for diversification is 20?

Nice to adapt or as on/off switch approach between bonds and equities though. Needs updating - contains a deprecated feature.

Thank you Anthony for the note. I agree to an extent that in order to achieve balanced portfolio, one must include more assets than there are in the above portfolio. In the regards, I aim to consider it as a sub portfolio of a larger portfolio which certainly would have assets more than 20. With that said, I also believe the optimal number of assets in an portfolio is an subjective matter that also depends on the targeted growth one is seeking for.

I will certainly explore more about the on/off switch approach and update my findings in the post. Also, thank you for pointing out about a deprecated, I will update the code.

Thanks. The code is super helpful. I have got very lazy about Q since I am working on other stuff. I'll post my switching algo tomorrow.

Agree about subjectivity. I guess I was seeing these stock picks as a fundamental choice rather than algorithmic. Nothing wrong with that! I just don't have a clue on the fundamentals.

A switching routine between equities and bonds cannibalising your code and others, Can be expected to under-perform in a bull equity market and outperform in a bear equity market. In view of current interest rate levels it might be better to stay at the short end of the maturity curve and use a 1 to 5 year bond ETF rather than 20.

Can you pls. tell me what is the rationale of picking those Symbols in particular?